About us
Built for the trust business.
Firmstead makes practice management software for small and growing tax, bookkeeping, planning, insurance and advisory firms. We believe a firm should run on one secure system instead of ten tools held together with automations.
What we build
One workspace for client records, workflows, document requests, e-signatures, a client portal, invoicing and payments, and the security records a firm needs under the FTC Safeguards Rule.
How we work
We are working closely with our first founding firms. They get preferred pricing, guided migration and direct access to the product team, and they help decide what we build next.